Purchases and Sales Made in Q1 2025 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q1 2025. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-392- 22.34% |
$85.2K - $104K
|
1.36K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-393- 6.65% |
$85.4K - $104K
|
5.52K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-396- 16.4% |
$86.1K - $105K
|
2.02K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-397- 99.0% |
$86.3K - $105K
|
4
$1.04K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-398- 1.85% |
$86.5K - $105K
|
21.2K
$5.48M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-398- 4.74% |
$86.5K - $105K
|
8K
$2.07M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-398- 3.04% |
$86.5K - $105K
|
12.7K
$3.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-400- 0.68% |
$87K - $106K
|
58.3K
$15.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-400- 5.76% |
$87K - $106K
|
6.55K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-400- 44.44% |
$87K - $106K
|
500
$130K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-400- 3.81% |
$87K - $106K
|
10.1K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-400- 5.41% |
$87K - $106K
|
7K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-402- 13.32% |
$87.4K - $106K
|
2.62K
$678K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-404- 0.64% |
$87.8K - $107K
|
62.9K
$16.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-406- 16.41% |
$88.3K - $107K
|
2.07K
$536K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-408- 5.13% |
$88.7K - $108K
|
7.54K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-410- 0.9% |
$89.1K - $109K
|
45K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-414- 4.14% |
$90K - $110K
|
9.6K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-416- 3.92% |
$90.4K - $110K
|
10.2K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-417- 0.97% |
$90.7K - $110K
|
42.4K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-420- 4.5% |
$91.3K - $111K
|
8.91K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-420- 25.21% |
$91.3K - $111K
|
1.25K
$323K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-421- 14.12% |
$91.5K - $111K
|
2.56K
$663K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-422- 19.22% |
$91.7K - $112K
|
1.77K
$460K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-423- 2.64% |
$92K - $112K
|
15.6K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-425- 10.07% |
$92.4K - $113K
|
3.79K
$983K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-427- 2.3% |
$92.8K - $113K
|
18.1K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-428- 1.57% |
$93K - $113K
|
26.8K
$6.95M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-430- 5.33% |
$93.5K - $114K
|
7.63K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-433- 1.07% |
$94.1K - $115K
|
40K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-434- 20.46% |
$94.4K - $115K
|
1.69K
$437K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-436- 10.89% |
$94.8K - $115K
|
3.57K
$925K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-436- 18.84% |
$94.8K - $115K
|
1.88K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-441- 4.52% |
$95.9K - $117K
|
9.32K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-444- 5.4% |
$96.5K - $118K
|
7.79K
$2.02M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-445- 19.18% |
$96.7K - $118K
|
1.88K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-450- 11.0% |
$97.8K - $119K
|
3.64K
$943K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-452- 13.93% |
$98.3K - $120K
|
2.79K
$723K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-452- 1.7% |
$98.3K - $120K
|
26.1K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-458- 1.49% |
$99.6K - $121K
|
30.2K
$7.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-459- 9.57% |
$99.8K - $122K
|
4.34K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-462- 21.02% |
$100K - $122K
|
1.74K
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-463- 0.7% |
$101K - $123K
|
65.9K
$17.1M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-465- 4.23% |
$101K - $123K
|
10.5K
$2.73M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-471- 18.19% |
$102K - $125K
|
2.12K
$549K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-473- 2.79% |
$103K - $125K
|
16.5K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-484- 28.55% |
$105K - $128K
|
1.21K
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-485- 16.05% |
$105K - $128K
|
2.54K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-487- 40.52% |
$106K - $129K
|
715
$185K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-489- 21.5% |
$106K - $129K
|
1.79K
$462K
|